FWM
LMT icon

Fingerlakes Wealth Management’s Lockheed Martin LMT Stock Holding History

Fingerlakes Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Buy
737
+5
+0.7% +$2.7K 0.2% 78
2026
Q1 		$443K Sell
732
-7
-0.9% -$4.31K 0.29% 66
2025
Q4 		$357K Buy
739
+31
+4% +$14.8K 0.23% 75
2025
Q3 		$353K Sell
708
-78
-10% -$35.4K 0.23% 74
2025
Q2 		$364K Buy
786
+6
+0.8% +$2.81K 0.27% 71
2025
Q1 		$348K Sell
780
-281
-26% -$129K 0.3% 67
2024
Q4 		$515K Sell
1,061
-94
-8% -$51.2K 0.42% 53
2024
Q3 		$675K Sell
1,155
-14
-1% -$7.52K 0.56% 44
2024
Q2 		$546K Buy
1,169
+16
+1% +$7.39K 0.49% 50
2024
Q1 		$524K Buy
1,153
+3
+0.3% +$1.31K 0.51% 50
2023
Q4 		$521K Sell
1,150
-27
-2% -$12K 0.56% 50
2023
Q3 		$481K Sell
1,177
-33
-3% -$14.6K 0.59% 49
2023
Q2 		$557K Sell
1,210
-11
-0.9% -$5.11K 0.64% 44
2023
Q1 		$577K Buy
1,221
+9
+0.7% +$4.22K 0.72% 37
2022
Q4 		$590K Sell
1,212
-59
-5% -$27.4K 0.81% 36
2022
Q3 		$491K Sell
1,271
-162
-11% -$67.6K 0.72% 40
2022
Q2 		$616K Buy
1,433
+9
+0.6% +$3.95K 0.84% 35
2022
Q1 		$628K Sell
1,424
-63
-4% -$25.5K 0.73% 38
2021
Q4 		$530K Buy
+1,487
New +$514K 0.6% 48

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fingerlakes Wealth Management's LMT Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Lockheed Martin (LMT) stake by 0.68% in Q2 2026, buying an estimated $2.7K and bringing the position to 737 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #78.

Fingerlakes Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $675K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fingerlakes Wealth Management held 737 shares of Lockheed Martin worth $376K as of Q2 2026.
  • Fingerlakes Wealth Management bought 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.2% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Fingerlakes Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Lockheed Martin position peaked at $675K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.